Cardinal was designed to be a flexible solution to survey office management for companies of all sizes. We’ve focused on developing an easy to adapt service that allows you to incorporate the roles, steps, and tasks of your practice into our software. When Cardinal is set up for your practice, we will incorporate specifications about how you operate each office so that your Cardinal solution includes tailored features such as: company organization (ex. principal, project manager, crew chief), stages of each job (ex. research, field work, plat & stamp, bill client), job tasks, task pricing, and even incorporating parcel data into Cardinal’s web map. We’ve built Cardinal from the ground-up to be flexible and familiar to encourage quick adoption by both you and your clients.

Cardinal has two entry portals: one for clients, and one for staff.

The client portal allows clients to view and pay their invoices and download job deliverables. If the clients wish to pay with a credit card, then they may do so online, however, if they wish to pay with cash or check, then staff can mark the payment received in Cardinal. Regardless of payment method, once the invoice has been paid in full, clients are able to download the deliverable for the job directly from the client portal. The number of days that the deliverable is available to the client after payment can be set by the company.

The staff portal provides a tailored view of the company’s projects from inception to billing. When staff log in to Cardinal, they are greeted with the overview page that displays all jobs assigned to them and/or managed by them, what stage each job is in, and where those jobs are located on a map. Sections of Cardinal can be restricted based on roles within the company, so, for example, field crew can be restricted from viewing financial information and modifying client information, but can view the details of jobs assigned to them and mark the status of their assigned jobs.